Horizon Dashboard
Horizon Dashboard offers an intuitive technology platform designed to enhance advisors' capabilities in marrying investment strategies with financial planning. Its customizable, actively managed single-stock portfolios and goals-based investing approach empower advisors to meet client objectives through innovative tools, including GAIN, PROTECT, and SPEND portfolios for tailored investment solutions.
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Top Horizon Dashboard Features
- Intuitive advisor support
- Goals-based investing framework
- Customizable single-stock portfolio
- Active investment management approach
- Outsourced CIO solutions
- Flexible separately-managed accounts
- GAIN
- PROTECT
- SPEND portfolios
- Practice management services
- Behavioral investment strategies
- Market insights and analysis
- Regular quarterly webcasts
- Investment consulting services
- Enhanced customer experience tools
- Technology-driven investment solutions
- In-depth goals-based insights
- Academic research-backed processes
- Client-focused investment management
- Dedicated advisor resources
- Insights on market trends
- Continuous portfolio optimization.
